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Optas LLC’s Sun Life Financial SLF Stock Holding History

Optas LLC’s Portfolio SLF Stock Details SLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$349K Buy
+4,454
New +$321K 0.05% 274

Other funds holding SLF

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Optas LLC's SLF Position: Q2 2026 in Review

Optas LLC opened a new position in Sun Life Financial (SLF) in Q2 2026: 4,454 shares worth $349K. The stake represents 0.05% of the portfolio and ranks #274 among its holdings.

94 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Optas LLC held 4,454 shares of Sun Life Financial worth $349K as of Q2 2026.
  • Sun Life Financial was a new Optas LLC position in Q2 2026.
  • Sun Life Financial made up 0.05% of Optas LLC's portfolio in Q2 2026, its #274 holding.
  • 94 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.